SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,086 | +34.4% | 115 | +40.2% | 0.00% | – |
| Q2 2023 | $3,785 | -1.6% | 82 | 0.0% | 0.00% | – |
| Q1 2023 | $3,847 | -9.4% | 82 | -11.8% | 0.00% | – |
| Q4 2022 | $4,245 | – | 93 | +745.5% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 11 | -99.0% | 0.00% | – |
| Q2 2022 | $55,000 | -6.8% | 1,157 | 0.0% | 0.00% | – |
| Q1 2022 | $59,000 | -4.8% | 1,157 | +1.0% | 0.00% | – |
| Q4 2021 | $62,000 | -16.2% | 1,146 | -15.3% | 0.00% | – |
| Q2 2021 | $74,000 | +124.2% | 1,353 | +114.4% | 0.00% | – |
| Q4 2018 | $33,000 | +371.4% | 631 | +360.6% | 0.00% | – |
| Q3 2015 | $7,000 | – | 137 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,138,139 | $59,229,000 | 30.24% |
| Dragon Financial & Investment Group, LLC | 428,533 | $22,301,000 | 19.78% |
| COOPER/HAIMS ADVISORS, LLC | 290,579 | $15,122,000 | 14.00% |
| Live Your Vision, LLC | 707,730 | $36,504,000 | 12.23% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 270,609 | $14,082,000 | 11.53% |
| Alliance Wealth Management Group | 444,714 | $23,142,000 | 11.47% |
| Mokosak Advisory Group, LLC | 259,714 | $13,507,000 | 10.46% |
| Avantax Planning Partners, Inc. | 2,156,326 | $112,215,000 | 10.27% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 299,050 | $15,563,000 | 9.99% |